Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$289,550
-$220,887 QoQ
Shares Held
821
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,525
of 4,083 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Strategic Financial Concepts, LLC holds $1,328,719 across 2 Home Improvement Retail names. HD ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,713 | $1,039,169 | |
| 2 | HD |
Home Depot, Inc.
This page
|
821 | $289,550 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,550 | 821 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $510,437 | 1,552 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $406,382 | 1,181 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $642,226 | 1,585 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $674,250 | 1,839 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $834,497 | 2,277 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $942,911 | 2,424 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $524,734 | 1,295 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $493,592 | 383,717 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $847,756 | 2,210 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $486,902 | 1,405 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $560,506 | 1,855 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $574,684 | 1,850 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $542,430 | 1,838 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||